Difference between revisions of "Republish Existing Data Entry Form Templates"
From IMSMA Wiki
| Line 1: | Line 1: | ||
| − | If you add, change, or remove options or custom defined fields that are used in an existing | + | If you add, change, or remove options or custom defined fields that are used in an existing Data Entry Form template, you will need to manually update the Data Entry Form templates to reflect the change. |
| − | To reflect the changed option values or CDFs in an existing | + | To reflect the changed option values or CDFs in an existing Data Entry Form: |
<ol> | <ol> | ||
| − | <li>Drag the | + | <li>Drag the Data Entry Form template that you would like to modify from the elements pane to the design pane.</li> |
A message displays asking if you would like to position the elements in the report template at the cursor location. | A message displays asking if you would like to position the elements in the report template at the cursor location. | ||
| − | <li>To retain the formatting associated with the | + | <li>To retain the formatting associated with the Data Entry Form template, click the '''No''' button. To overwrite the formatting associated with the Data Entry Form template, click '''Yes'''.</li> |
The elements display in the design pane. | The elements display in the design pane. | ||
<li>If you are making changes as a result of updated option values, drag the elements affected by the changed option value off of the design pane.</li> | <li>If you are making changes as a result of updated option values, drag the elements affected by the changed option value off of the design pane.</li> | ||
| Line 19: | Line 19: | ||
<li>Drag the attributes affected by the changed option value or custom defined field from the elements pane to the design pane. | <li>Drag the attributes affected by the changed option value or custom defined field from the elements pane to the design pane. | ||
The element is added to the design pane.</li> | The element is added to the design pane.</li> | ||
| − | <li>Save the | + | <li>Save the Data Entry Form template.</li> |
| − | <li>Close the | + | <li>Close the Data Entry Form Template Designer window.</li> |
| − | <li>Open the | + | <li>Open the Data Entry Form Template Designer window:</li> |
| − | <li>Drag the | + | <li>Drag the Data Entry Form template that you saved in step 5 to the design pane. |
| − | <li>Publish the | + | <li>Publish the Data Entry Form template. For more information, see ''[[HowTo:Publish a Field Report]]''.</li> |
</ol> | </ol> | ||
{| class="wikitable" | {| class="wikitable" | ||
|- | |- | ||
| − | |[[File:LightBulb.png|20px|<span title=""></span>]] To replace the existing | + | |[[File:LightBulb.png|20px|<span title=""></span>]] To replace the existing Data Entry Form template, you should publish the Data Entry Form using the same Data Entry Form name. |
|} | |} | ||
{{NavBox HowTo Data Entry Forms}} | {{NavBox HowTo Data Entry Forms}} | ||
Revision as of 22:48, 9 May 2013
If you add, change, or remove options or custom defined fields that are used in an existing Data Entry Form template, you will need to manually update the Data Entry Form templates to reflect the change. To reflect the changed option values or CDFs in an existing Data Entry Form:
- Drag the Data Entry Form template that you would like to modify from the elements pane to the design pane.
- To retain the formatting associated with the Data Entry Form template, click the No button. To overwrite the formatting associated with the Data Entry Form template, click Yes.
- If you are making changes as a result of updated option values, drag the elements affected by the changed option value off of the design pane.
- The elements are removed from the design pane.
A message displays asking if you would like to position the elements in the report template at the cursor location.
The elements display in the design pane.
| File:LightBulb.png You will need to remove the label and all values off the design pane. |
- Expand the item folder in which the attribute is located.
- Drag the attributes affected by the changed option value or custom defined field from the elements pane to the design pane. The element is added to the design pane.
- Save the Data Entry Form template.
- Close the Data Entry Form Template Designer window.
- Open the Data Entry Form Template Designer window:
- Drag the Data Entry Form template that you saved in step 5 to the design pane.
- Publish the Data Entry Form template. For more information, see HowTo:Publish a Field Report.
| File:LightBulb.png To replace the existing Data Entry Form template, you should publish the Data Entry Form using the same Data Entry Form name. |
| |||||||||||||||||||||||||
